Chad E. Hassinger, CFP® Partner, Regional Director

Chicago, IL

Merrillville, IN

630.331.1800

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Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

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Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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Nicole Clarke, AIF® Portfolio Accounting Manager

Birmingham, AL

Merrillville, IN

219.842.2406

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Brandon Helmick Senior Client Service Associate

Merrillville, IN

219.219.8104

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Doug Hoover, CFP®, ChFC, CDFA™ Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1700

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Christina Kolb Senior Client Service Associate

Merrillville, IN

219.832.8961

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Loren Levitan Marketing Manager

Birmingham, AL

Merrillville, IN

219.842.2588

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Pam Martin, CFP®, CKA® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2441

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Kashish Meghani Investment Analyst

Merrillville, IN

219.832.8986

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Christian Resendiz Associate Financial Planner

Merrillville, IN

219.832.8954

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Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

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Jeremy D. Schares, CFP®, CRPC® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1500

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Alyssa Wheeling, MBA Senior Operations Manager

Birmingham, AL

Merrillville, IN

219.832.8841

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